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14 handpicked stocks

Bridge Fuel Brigade

This carefully selected collection of stocks focuses on companies leading the charge in natural gas adoption as a cleaner transition fuel. Our professional analysts have identified businesses positioned to benefit from the global pivot away from coal toward cleaner energy solutions.

Author avatar

Han Tan | Market Analyst

Published on June 17

Your Basket's Financial Footprint

Summary and investor takeaways for the Bridge Fuel Brigade basket based on provided market capitalisation breakdown.

Key Takeaways for Investors:
  • Large-cap dominance generally implies lower volatility and closer tracking of broad-market moves.
  • Best used as a core, diversified holding rather than a speculative or short-term trade.
  • Expect steady, long-term value growth rather than rapid, short-term upside; returns are not guaranteed.
Total Market Cap
  • LNG: $48.84B

  • CQP: $24.80B

  • EE: $3.11B

  • Other

About This Group of Stocks

1

Our Expert Thinking

Natural gas represents a critical stepping stone in the global energy transition, offering a cleaner alternative to coal while renewable technologies mature. These companies are strategically positioned across the value chain to capitalize on increasing demand for this bridge fuel and the infrastructure that supports its global distribution.

2

What You Need to Know

This portfolio provides targeted exposure to a specific phase in the energy transition, focusing on both producers and infrastructure developers. These stocks may experience growth as nations worldwide seek cleaner energy solutions while building renewable capacity, creating a potentially decades-long demand for natural gas.

3

Why These Stocks

These companies were selected based on their integral roles in the natural gas ecosystem - from extraction and production to specialized transport and export infrastructure. Each represents a different part of the supply chain, offering a comprehensive approach to capturing value from the growing global demand for LNG.

Why You'll Want to Watch These Stocks

🔍

The Coal-to-Gas Shift is Happening Now

Countries worldwide are actively replacing coal with natural gas to reduce emissions while maintaining reliable power. This ongoing transition creates immediate demand for these companies' products and services.

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Global LNG Demand is Surging

With Europe seeking energy independence and Asia's growing economies demanding cleaner fuel, LNG infrastructure companies are positioned for significant growth as they build terminals, ships, and processing facilities.

Bridging to the Renewable Future

While renewable energy grows, natural gas will remain essential for decades as the reliable backbone of energy systems. These companies provide exposure to this critical transitional phase in the global energy evolution.

Get the full story on this Basket. Read our detailed article on its risks and potential.

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